The Nedgroup Investments Insights podcast offers a unique space where you can delve deeper into the world of investing. Our episodes provide valuable insights into the expertise of our fund managers and the funds they oversee. We aim to keep you informed about crucial developments impacting the investment landscape and ensure that you stay up-to-date. Click one of the links below to listen to our Investment Insights podcast on your preferred platform.
17 October 2024 | 14 | Podcast
In this episode, Tumisho Grater and Nic Andrew explore “Advisors’ Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind.
Training one advanced AI model emits the same carbon as 300 cross-country flights. Meanwhile, water demand is projected to outstrip supply by 2050. Tune in to episode 5 of Sustainable Returns as David Levinson talks to Madhushree Agarwal, Portfolio Manager at Nedgroup Investments UK, about these issues and why they both have huge implications for markets. Madhushree also shares more on AI’s carbon footprint because while it is revolutionising industries, it comes at a steep environmental price. Data centres consume large amounts of energy and water, which is raising urgent questions about sustainability. Plus, insights on the global water crisis - from desalination to smart irrigation, find out where risk meets opportunity for investors.
| 6 min listen
In this episode of Sustainable Returns, David Levinson interviews Vuyolwethu Nzube, ESG Analyst at Truffle Asset Management, to examine the growing significance of the social dimension within ESG frameworks. Their discussion highlights the need for substantive action beyond policy statements, drawing on practical examples such as the 2024 Giorgio Armani supply chain incident and its implications for investors. Plus, the impact of social risks on organisational reputation and financial performance, methodologies for evaluating both systemic and incident-specific social risks, and the alignment between safeguarding long-term investment value and upholding human rights.
| 5 min listen
Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy and infrastructure realities. Sappi’s commitment to reduce Scope 1 and 2 emissions by 41.5% by 2030 and reliance on 63% renewable energy globally shows that meaningful progress doesn’t always require bold promises, just credible ones.
| 5 min listen
South Africa’s pension and retirement fund sector sits at the intersection of financial security and social transformation. As unemployment, inequality, and climate change intensify, ESG principles are no longer optional, they are essential. In this episode of Sustainable Returns, David Levinson speaks with Andile Hlanti, Institutional Consultant, about how ESG is reshaping the future of retirement investing in South Africa. They also discuss why trustees are moving from a compliance mindset to an impact-driven approach and the unique design of the Nedgroup Investments Multi-Managed Future Focus Equity Fund, managed by three investment-led and black-owned asset managers.
| 5 min listen
We are excited to launch Sustainable Returns with David Levinson, a new podcast series by Nedgroup Investments exploring the intersection of finance, sustainability and responsible investing. In the first episode, David Levinson, Head of Responsible Investment, begins with a reflection of where we are and where we are going on the path towards sustainability, and he explores the financial and societal costs of climate-related disasters. 2024 proved that extreme weather events are no longer distant risks, they are here and reshaping economies. From the rise of catastrophe bonds to the investment opportunities in resilient infrastructure and renewable energy, this episode unpacks how investors can navigate and respond to the economics of a changing climate.
| 4 min listen
Artificial Intelligence (AI) is reshaping industries everywhere, and financial advice is no exception. In this episode of the Value of Advice, Luthando Mzilikazi, Regional Manager: Gauteng, looks at how AI tools are changing the way advisors and clients interact, from data-driven insights to personalised investment strategies. But can AI replace human advice? Or is the future about expertise supported by smart technology? Tune in as Luthando explores how AI is redefining trust, relationships, and the value of financial advice.
| 6 min listen
Your relationship with your financial advisor matters and the type of advisor you choose can shape your entire financial journey. In episode 4 of the Value of Advice, Luthando Mzilikazi, Regional Manager for Gauteng, unpacks the difference between tied and independent advisors in South Africa, and why the choice is about more than just products. Listen now to discover what each model offers and how they align with different investor personalities. The right match between you and your advisor can bring clarity, confidence and long-term success.
| 6 min listen
In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust and practical insights for investors navigating the system. She also tackles a critical question: Why are so many South Africans opting out of the formal savings and investment industry? Backed by recent data and real-world insight, this episode explores the growing trust gap between financial institutions and the communities they aim to serve.
| 6 min listen
Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them with something as personal and important as your financial wellbeing. Listen to the full episode to learn more about what to expect in your first meeting with an advisor, which qualifications are important, the cost of good and fair advice and more insights.
| 6 min listen
In a world of financial uncertainty, sound advice is essential. The value of advice series, authored and hosted by Luthando Mzilikazi, Regional Manager: Gauteng, explores the power of holistic financial planning for South Africans. In this first episode, Luthando unpacks the real, everyday value a holistic financial advisor can bring, from navigating retirement, tax and estate planning, to helping you make clear decisions in life’s biggest moments. Whether you’re starting your investment journey or reassessing your long-term goals, this series will help you understand why trusted, credible advice matters – now more than ever.
| 6 min listen
In this episode, Nic Andrew is joined by Seugnet de Villiers to explore how small, well-placed changes — much like a winning kick in rugby — can dramatically improve retirement outcomes. They unpack a practical framework that helps financial planners focus on the variables that matter most, and discuss how understanding client composure levels can transform communication and decision-making.
| 10m min listen
In our latest episode of the Nedgroup Investments Insights podcast, Luthando Mzilikazi, Regional Sales Manager for Gauteng, dives into the impact of the recent VAT increase on South African investors. From understanding the direct cost implications to exploring strategies for safeguarding your investments, this episode is packed with actionable insights. Tune in to learn how to adjust your spending, leverage tax-efficient vehicles, and protect your purchasing power during these challenging times.
| 6 min listen
On Wednesday, 12 March 2025, South Africa's Finance Minister delivered the highly anticipated 2025 Budget Speech, unveiling significant changes and proposals that will impact various sectors of the economy. In this podcast, Denver Keswell, Senior Legal Advisor, covers key takeaways and what it all means from a financial planning perspective. From revisiting the taxation of Collective Investment Schemes (CIS) to addressing the cross-border tax treatment of retirement funds, and the revenue generated from Two-Pot Retirement System withdrawals causing concern for the future of South Africans once they reach retirement, Denver highlights several key areas that will reshape our financial planning strategies. Listen to the full podcast for more insights.
| 3 min listen
Join Denver Keswell and Seugnet de Villiers on the Nedgroup Investments Insights podcast as they celebrate 10 years of Tax-Free Investment (TFI) accounts in South Africa. Discover the benefits of TFIs, how to choose the right fund, and why it's never too late to start investing. Whether you're saving for education, retirement, or other long-term goals, this episode is packed with valuable insights to help you grow your wealth tax-free.
| 11 min listen
In this episode, Tumisho Grater and Nic Andrew explore “Advisors’ Alpha,” revealing how financial advisors play a crucial role for clients that goes way beyond investment selection. They discuss behavioural coaching and tax efficiency, with real-life examples. Discover how your relationship with your financial advisor can dramatically enhance your financial outcomes and provide peace of mind.
| 14 min listen
In this engaging episode, Mansoor Narker and Seugnet De Villiers discuss the impact of small behavioural tweaks on financial outcomes. Learn about the benefits of partnering with a financial advisor and practical strategies to make better financial decisions.
| 8 min listen
How can you get ready for the future in a changing world? In our new Quarterly Insights podcast, Nic Andrew, Executive Head of Nedgroup Investments, talks about the main trends to look out for and how knowing these can help investors and businesses grow in the future. It’s a fresh view on the forces that shape our world every day. Tune in for valuable insights.
| 17 min listen
Nic Andrew, Head of Nedgroup Investments, recently spoke to Michael Avery on the Classic Business show about the "ABCs of not meeting your investment objectives," and the three key pitfalls to avoid in long-term investing. Listen to the interview and gain valuable insights and practical tips that you can implement today to enhance your financial journey.
| 12 min listen
In our latest podcast Nic Andrew, Head of Nedgroup Investments, explores the less-talked-about side of financial health as he unpacks 3 key pitfalls to avoid in long-term investing. Gain valuable insights and practical tips that you can implement today to enhance your financial journey.
In this episode we discuss what led to the outperformance of global equity markets in 2023. A seasoned emerging markets portfolio manager talks us through how he was positioned last year. We ask a global equity manager about his views on the healthcare sector and end this episode with a deep dive into major global property themes and how they are likely to play out. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.
| 12 min listen
In this episode, we analyse the past and future of the global and local fixed income market. We hear a 2024 asset class outlook and discuss the potential top-performing SA sector. We evaluate the prospects for SA Listed Property after a strong Q4 2023 and examine the diverging economies of Japan and China. We conclude by discussing the geopolitical risks of 2024 and their implications for your portfolio. Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on local markets.
In this episode, Denver Keswell, Senior Legal Advisor at Nedgroup Investments, shares his insights and commentary on the 2024 Budget Speech delivered by South African Finance minister, Enoch Godongwana, on Wednesday, 21 February 2024. Listen now for more insights.
As we enter a new year, many people are eager to know what the future holds. But is it possible to predict the unpredictable? Nic Andrew, Executive Head of Nedgroup Investments, thinks not. He explains why he does not trust the forecasts of experts, and how the events of 2023 proved them wrong. Instead of looking into the crystal ball, he shares his insights on how to prepare for the challenges and opportunities of 2024. Listen to this enlightening conversation now and learn how to navigate the uncertain times ahead.
In this insightful podcast, Multi-Manager Investment Analyst, Seugnet de Villiers, gives parents a detailed guide to tax-free investing. Listen now to unlock the best tips for successful tax-free investing strategies and take advantage of the power of compounding to secure your family's future.
In the first instalment of our bi-weekly Market and Economic wrap podcast for 2024, Multi-Manager Investment Analyst, Tumisho Grater, dissects 2024's election fever around the globe and the possible impact on currencies in emerging markets, with a key analysis on the stability of the rand. You can also expect insights on key economic signals from the USA, inflation trends and which economic and geopolitical topics are on top of the agenda for the World Economic Forum gathering in Davos. Listen now.
In this bi-weekly episode of our market and economic wrap, Tumisho Grater from Nedgroup Investments, Multi-Management, delves into the latest economic developments in South Africa and the broader global context.
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